Virtual Estate Planning & Probate Paralegal

Freddie Mac; Miami (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company in virtual assistance services is seeking a paralegal to provide high-level legal support in estate planning and probate matters. This remote role offers comprehensive benefits, flexibility, and the opportunity to work with diverse clients in a supportive environment. The ideal candidate will have at least three years of experience in this field and strong organizational and communication skills to excel.

Benefits

Comprehensive benefits package

Remote work flexibility

Supportive work environment

Qualifications

• Minimum of 3 years recent paralegal experience in estate planning/probate law.
• Experience with estate planning software and probate management tools.
• Ability to work independently with minimal oversight in a remote environment.

Responsibilities

• Provide high-level legal support in estate planning and probate matters.
• Draft essential estate planning documents such as wills and trusts.
• Manage case files and assist with trial preparation.

Skills

Organizational skills

Communication skills

Time-management skills

Education

Bachelor's degree in a relevant field

Tools

Estate planning software

Probate management tools

Microsoft Office

Google Suite

PDF editing tools

Job description

Employer Industry: Virtual Assistance Services

Why Consider this Job Opportunity:
- Comprehensive benefits package including medical, vision, dental, and employee discounts
- Flexibility to work remotely from home, providing a better work-life balance
- Opportunity to work with a diverse range of clients, enhancing professional experience
- Supportive work environment that values autonomy and independence
- Opportunity to develop strong relationships with clients in the legal field

What to Expect (Job Responsibilities):
- Provide high-level legal support in estate planning and probate matters
- Draft essential estate planning documents such as wills, trusts, and powers of attorney
- Prepare asset lists, inventories, and accountings for probate cases
- Manage case files and assist with trial preparation while coordinating with various stakeholders
- Respond to client communications promptly within specified hours

What is Required (Qualifications):
- Minimum of 3 years of recent paralegal experience in estate planning and/or probate law
- Experience with estate planning software (e.g., ForeTrust, WealthCounsel) and probate management tools (e.g., Clio, MyCase)
- Proficient in Microsoft Office, Google Suite, and PDF editing
- Strong organizational, communication, and time-management skills
- Ability to work independently with minimal oversight in a remote environment

How to Stand Out (Preferred Qualifications):
- Bachelor's degree in a relevant field
- Experience with video conferencing tools and technology
- Access to a quiet location for phone calls

#VirtualAssistance #Paralegal #RemoteWork #LegalSupport #CareerOpportunity

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